Betterment LLC
CAT icon

Betterment LLC’s Caterpillar CAT Stock Holding History

Betterment LLC’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$513K Sell
482
-16
-3% -$14.1K ﹤0.01% 475
2026
Q1 		$353K Buy
498
+112
+29% +$77.6K ﹤0.01% 502
2025
Q4 		$221K Buy
+386
New +$215K ﹤0.01% 537
2025
Q1 		– Sell
-4,528
Closed -$1.64M – 463
2024
Q4 		$1.64M Sell
4,528
-11
-0.2% -$4.27K ﹤0.01% 216
2024
Q3 		$1.77M Buy
+4,539
New +$1.57M ﹤0.01% 196

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Betterment LLC's CAT Position: Q2 2026 in Review

Betterment LLC reduced its Caterpillar (CAT) stake by 3.2% in Q2 2026, selling an estimated $14.1K and leaving 482 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Betterment LLC first reported a position in CAT in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.77M in Q3 2024. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Betterment LLC held 482 shares of Caterpillar worth $513K as of Q2 2026.
  • Betterment LLC sold 16 Caterpillar shares in Q2 2026, an estimated $14.1K.
  • Caterpillar made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #475 holding.
  • Betterment LLC first reported a position in Caterpillar in Q3 2024 and has held it in 5 quarters since.
  • Betterment LLC's Caterpillar position peaked at $1.77M in Q3 2024.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.